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Column templates

Different types of reports may require different columns to be visible and displayed in a concrete order. Here's where the Column templates feature comes in. This feature allows you to save the column order (even custom columns) and use them in various views.

Column templates can be used in any view. They are universally seen across all Workspaces. If you have hidden a column from a given Worker and created a template with that column, this column will still not be shown. Only the template name will be visible.

How to Create a Template?

  1. Click the Columns button.

    Note that if you already have a column template created, you will have to additionally select the Column settings options from the drop-down menu.

  2. Select the Custom order radio button.
  3. Select which regular and custom columns you want to include in your template.
  4. Set the desired column order by dragging the column names.
  5. Tick the Save as template box and provide a template name.
  6. Click the Save button.

How to use a column template?

  1. Create a report that you want to view.
  2. Click the Columns button.
  3. Select the template that you have just created.

Deleting column template

  1. Go to the Column settings windows.
  2. Select Templates radio button.
  3. Select the template that you want to delete from the drop-down menu.
  4. Click the button to delete the template.

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